Donaldson Company, Inc. Common Stock (DCI)

Filtration equipment manufacturer Donaldson (NYSE:DCI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 3% year on year to $896.3 million. Its non-GAAP profit of $0.83 per share was 6.6% below analysts’ consensus estimates.

Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported second quarter fiscal 2026 generally accepted accounting principles (GAAP) net earnings of $92.5 million, compared with $95.9 million a year ago. Earnings per share (EPS)1 were $0.78 compared with second quarter fiscal 2025 EPS of $0.79. Second quarter fiscal 2026 results include $6.7 million of pre-tax, non-recurring net charges versus $6.6 million in the prior year. Excluding these items, adjusted second quarter results2,3 reflect net earnings of $97.5 million compared with $101.0 million in fiscal 2025, and EPS of $0.83, flat versus a year ago.

Filtration equipment manufacturer Donaldson (NYSE:DCI) will be reporting earnings this Thursday before market hours. Here’s what to look for.

The financial markets have reached a historic fever pitch in early 2026, marking what analysts are now calling the "Great Rotation." After years of dominance by a handful of silicon giants, the tide has officially turned. As of February 24, 2026, the Russell 2000 Index, the benchmark for small-cap American

Donaldson Company, Inc. (NYSE: DCI), a global leader in technology-led filtration products and solutions, today announced the launch of ArmorSeal™, its next‑generation air filtration technology. The ArmorSeal technology builds on decades of Donaldson leadership in air filtration, from Axial Seal to the industry-defining RadialSeal™ and now to a new standard designed for today’s most demanding operating environments.

As of February 16, 2026, the American industrial landscape is undergoing a profound transformation, driven by a powerful synergy between fiscal policy and monetary easing. The legislative centerpiece of this shift, the "One Big Beautiful Bill" Act (OBBBA)—officially known as H.R. 1, Public Law 119-21—is now fully

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its second quarter 2026 earnings conference call on Thursday, February 26, 2026, at 9:00 a.m. CT.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 22% for the sector - higher than the S&P 500’s 9.8% return.

Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today announced it has entered into a definitive agreement to acquire Filtration Group’s Facet Filtration business in an all-cash transaction valued at approximately $820 million. The purchase price represents approximately 20.0x calendar year 2025 EBITDA, or 16.6x when adjusted for the present value of expected tax benefits and cost synergies.

Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, announced that the Company’s board of directors has elected chief operating officer Richard Lewis as president and chief executive officer, effective March 2, 2026. Lewis will succeed Tod Carpenter, who will transition to executive chairman after a career spanning 30 years at the Company, including the past 11 years as president and chief executive officer. Lewis will also join the Company’s Board.

Donaldson Company, Inc. (NYSE: DCI) today announced its Board of Directors declared a regular cash dividend of 30.0 cents per share. The dividend is payable February 27th, 2026, to shareholders of record on February 12th, 2026. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2025 marked the 30th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 70 years.

The 'One Big Beautiful Bill Act' (OBBBA), formally signed into law on July 4, 2025, has officially entered its first full month of implementation, unleashing a $285 billion fiscal wave that is fundamentally altering the math of American industry. While the legislation covers a broad swathe of tax and social

As the Federal Reserve transitions from its long-standing "higher-for-longer" stance to a deliberate cycle of monetary easing, the U.S. equity market is witnessing a profound shift in leadership. For the first time in years, the spotlight has moved away from the tech behemoths of the "Magnificent Seven" and onto

As of January 21, 2026, the long-anticipated seismic shift in US equity markets has officially arrived. For nearly three years, the "Magnificent Seven" dominated the investment landscape, but the first three weeks of 2026 have signaled a decisive handoff. Investors are aggressively rotating capital out of bloated mega-cap technology names

As of mid-January 2026, a profound transformation is sweeping through the equity markets. After years of dominance by a handful of mega-cap technology giants, capital is aggressively migrating toward mid-cap stocks and rate-sensitive cyclical sectors. This "Great Rotation," as many Wall Street analysts have dubbed it, marks a decisive shift

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Looking back on gas and liquid handling stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Donaldson (NYSE:DCI) and its peers.

Donaldson’s third quarter results for 2025 were well received by the market, with the company outperforming Wall Street’s expectations for both revenue and non-GAAP earnings. Management highlighted robust growth in key segments, including mobile aftermarket, power generation, and food and beverage, which contributed to the sales and margin expansion. CEO Todd Carpenter credited the company’s “razor-to-sell razor blades model” and ongoing cost optimization initiatives for driving operational leverage. The team also pointed to share gains in the independent channel and strong execution in China as underpinning this quarter’s growth.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Donaldson has had an impressive run over the past six months as its shares have beaten the S&P 500 by 18.4%. The stock now trades at $92.14, marking a 32% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.